Tuesday, November 7, 2006
Lanny D. Levin Agency, Inc,
Pension Protection Act of 2006�:
Challenges and Opportunities
(3 hours CE credit applied for)
Jerry Kalish, National Benefit Services, Inc.
Lanny D. Levin, CLU, ChFC, LANNY D. LEVIN AGENCY, Inc.
Some of the topics:
- Extension of EGTRRA Provisions
- Retirement Plan Provisions
- Long Term Care Provisions
- New 401(k) Safe Harbors
- New Rules on Taxation of Employer-Owned Life Insurance
- Charitable Rollover Rules
- New Distribution Rules for Non-Spousal Beneficiaries
Coffee & Rolls at 8:00 a.m.
Class begins promptly at 8:30 a.m. (ends at 11:30 a.m.)
Oakton College Business Conference Center, Golf Road, Des Plaines (just west of I-294)
Here is the link to the registration form (PDF), or
Call Phyllis Scholnick (847) 266-2243 or Email firstname.lastname@example.org